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[Simplified Actions] Implement DeleteAppReport #58020

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luacmartins merged 45 commits intoExpensify:mainfrom
allgandalf:DeleteAppReport
May 22, 2025
Merged

[Simplified Actions] Implement DeleteAppReport #58020
luacmartins merged 45 commits intoExpensify:mainfrom
allgandalf:DeleteAppReport

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@allgandalf
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@allgandalf allgandalf commented Mar 7, 2025

Explanation of Change

This PR introduces the functionality to delete the report and move all the unreported expenses to self-dm

Fixed Issues

$ #57466
PROPOSAL:

Tests

  • Verify that no errors appear in the JS console

Offline tests

QA Steps

  1. Go to any unsubmitted report > secondary actions > delete.
  2. Verify that the report is deleted and all the transactions are transfered to self-dm
  • Verify that no errors appear in the JS console

PR Author Checklist

  • I linked the correct issue in the ### Fixed Issues section above
  • I wrote clear testing steps that cover the changes made in this PR
    • I added steps for local testing in the Tests section
    • I added steps for the expected offline behavior in the Offline steps section
    • I added steps for Staging and/or Production testing in the QA steps section
    • I added steps to cover failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
    • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
    • I tested this PR with a High Traffic account against the staging or production API to ensure there are no regressions (e.g. long loading states that impact usability).
  • I included screenshots or videos for tests on all platforms
  • I ran the tests on all platforms & verified they passed on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
  • I verified there are no console errors (if there's a console error not related to the PR, report it or open an issue for it to be fixed)
  • I followed proper code patterns (see Reviewing the code)
    • I verified that any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick)
    • I verified that comments were added to code that is not self explanatory
    • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
    • I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
      • If any non-english text was added/modified, I used JaimeGPT to get English > Spanish translation. I then posted it in #expensify-open-source and it was approved by an internal Expensify engineer. Link to Slack message:
    • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
    • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
    • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
    • I verified the JSDocs style guidelines (in STYLE.md) were followed
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I followed the guidelines as stated in the Review Guidelines
  • I tested other components that can be impacted by my changes (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar are working as expected)
  • I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
  • I verified any variables that can be defined as constants (ie. in CONST.ts or at the top of the file that uses the constant) are defined as such
  • I verified that if a function's arguments changed that all usages have also been updated correctly
  • If any new file was added I verified that:
    • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
  • If a new CSS style is added I verified that:
    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))
  • If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
  • If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
  • If the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
  • If a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
  • If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.

Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
MacOS: Desktop

@jnowakow jnowakow mentioned this pull request Mar 21, 2025
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@luacmartins
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@allgandalf how's this PR going? This is starting to block other PRs. Let's please prioritize this or if you're unable to, let's find someone to continue the work.

@luacmartins
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@allgandalf refactoring the code to just move the reportAction proved to be a big lift since there's a lot of code in App that relies on App marking the action as deleted and creating a new one, so we'll need to pass the optimistic reportActionIDs to the API to handle the creation of those actions. I'll report back on this on Monday

@luacmartins
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@allgandalf I have a couple of PRs in review that add a transactionIDToMoneyRequestReportActionIDMap param to the API. This param has the following shape, both transactionID and moneyRequestPreviewReportActionID are strings. We should send this param as a serialized json object.

{
    [transactionID1]: moneyRequestPreviewReportActionID1,
    [transactionID2]: moneyRequestPreviewReportActionID2,
}

This way, we can optimistically create the IOU reportActions when we move the transactions to the selfDM and the server will use the optimistic IDs to avoid the duplicate actions in App.

@allgandalf
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@luacmartins thanks, will do!, i will update it for now, let me know once they are deployed, will test in real time

@luacmartins
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@allgandalf I believe it should be deployed to production tomorrow. I'll keep you updated

@allgandalf
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Was it???

@luacmartins
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One of the PRs is in staging, but the rest is available in production

@luacmartins
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@allgandalf PRs are in production

@allgandalf allgandalf marked this pull request as ready for review April 14, 2025 13:18
@allgandalf allgandalf requested a review from a team as a code owner April 14, 2025 13:18
@melvin-bot melvin-bot bot requested review from DylanDylann and removed request for a team April 14, 2025 13:18
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melvin-bot bot commented Apr 14, 2025

@DylanDylann Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

@luacmartins luacmartins self-requested a review April 14, 2025 19:58
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@allgandalf let me know when this PR is ready for review. There are still a few places with commented code and hardcoded values

@allgandalf
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@luacmartins I'm getting the following response with the new api:

{
    "jsonCode": 400,
    "message": "400 Unique Constraints Violation",
    "source": "auth-via-api",
    "onyxData": [],
    "requestID": "930925447c4d4844-SJC"
}

Can you check that request ID and let me know what's wrong?

@luacmartins
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I'm gonna make this a draft while @allgandalf works on the necessary changes

@luacmartins luacmartins marked this pull request as draft April 16, 2025 20:05
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🚀 Deployed to staging by https://github.com/luacmartins in version: 9.1.51-0 🚀

platform result
🖥 desktop 🖥 success ✅
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

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This PR probably caused this #62763
I think we need to update the system message copy if report get's deleted

@pecanoro
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Similar to Monil's comment, we are also having issues with the copy here when modifying those deleted expenses: #62722

@chiragsalian
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I think this PR caused this issue - #62695

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🚀 Deployed to production by https://github.com/arosiclair in version: 9.1.51-6 🚀

platform result
🖥 desktop 🖥 success ✅
🕸 web 🕸 success ✅
🤖 android 🤖 failure ❌
🍎 iOS 🍎 success ✅

@chiragsalian
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This PR caused this issue - #62797

@chiragsalian
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chiragsalian commented May 26, 2025

We CP-d some code to fix recent issues but a couple more blockers had come up so we decided to place this feature behind a beta. We CP-d the code to put this behind a beta. The beta PR is this - #62828. So now are related issues should be non deploy blockers. Since it shouldn't affect production users.

@luacmartins
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Thanks @chiragsalian. I'll look into the issues

onConfirm={() => {
setIsDeleteReportModalVisible(false);

deleteAppReport(moneyRequestReport?.reportID);
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@rushatgabhane rushatgabhane Jul 3, 2025

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this line caused a bug - #63094 (comment)

we should have waiting for deleteAppReport to complete before navigating

const transactionIDToReportActionAndThreadData: Record<string, TransactionThreadInfo> = {};

Object.values(reportActionsForReport ?? {}).forEach((reportAction) => {
if (!ReportActionsUtils.isMoneyRequestAction(reportAction)) {
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money request action also includes pay action.

--> causing this issue #64027

Comment on lines +4782 to +4789
// 4. Add UNREPORTEDTRANSACTION report action
const unreportedAction = buildOptimisticUnreportedTransactionAction(childReportID, reportID);

optimisticData.push({
onyxMethod: Onyx.METHOD.MERGE,
key: `${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${childReportID}`,
value: {[unreportedAction.reportActionID]: unreportedAction},
});
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This is missing successData and failureData to clear the pending action field or the action itself.

Coming from #65413

@parasharrajat
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Coming from this #63358 , We didn't handle a case where when a held expense is moved to tracked expenses on deletion of report, the held status is not removed.

deletedTransaction: ({amount, merchant}: DeleteTransactionParams) => `deleted an expense on this report, ${merchant} - ${amount}`,
movedTransaction: ({reportUrl, reportName}: MovedTransactionParams) => `moved this expense to <a href="${reportUrl}">${reportName}</a>`,
unreportedTransaction: ({reportUrl, reportName}: UnreportedTransactionParams) => `removed this expense from <a href="${reportUrl}">${reportName}</a>`,
unreportedTransaction: 'moved this expense to your personal space',
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This was missing a hyperlink so we updated it in #68586

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hey i think we didn't want a hyperlink at the time of the PR, so i don't this this PR would be the offending one, please update the C+ checklist accordingly 😄 c.c. @luacmartins

},
);

// 4. Add UNREPORTEDTRANSACTION report action
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We should avoid the deleted report action which caused an issue #68628

@allgandalf
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We didn't handle the Optimistic Delete pattern for Report preview which caused https://github.com/Expensify/App/issues.

@parasharrajat we didn't have the functionality to delete report from the preview when this API was implemented , can you please try to find the correct offending PR :) thanks

Comment on lines +4825 to +4845
// 8. Delete chat report preview
const reportActionID = report?.parentReportActionID;
const reportAction = allReportActions?.[`${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${reportID}`];
const parentReportID = report?.parentReportID;

if (reportActionID) {
optimisticData.push({
onyxMethod: Onyx.METHOD.MERGE,
key: `${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${parentReportID}`,
value: {
[reportActionID]: null,
},
});

failureData.push({
onyxMethod: Onyx.METHOD.MERGE,
key: `${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${parentReportID}`,
value: {
[reportActionID]: reportAction,
},
});
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@parasharrajat parasharrajat Dec 2, 2025

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@allgandalf Here the preview should have offline delete pattern.

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No i meant the delete action from the report preview (workspace chat view) wasn't implemented during this PR, so there was no way to test the reported bug :)

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@allgandalf allgandalf Dec 2, 2025

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@allgandalf Here the preview should have offline delete pattern.

We used to get redirected to self-DM (even in offline case) at the time of the PR AFAIR, so i highly doubt if this was the case

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@parasharrajat parasharrajat Dec 2, 2025

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We didn't handle the Optimistic Delete pattern for Report preview which caused #72666

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In the PR, we updated the code which was added in this PR.

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@parasharrajat parasharrajat Dec 2, 2025

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No i meant the delete action from the report preview (workspace chat view) wasn't implemented during this PR, so there was no way to test the reported bug :)

But the issue happens bcz we didn't handled offline case in the logic added in this PR.

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